Terminator 4: The Next Challenge to the Advice Profession

What are robo-advisors and are they going to take offer (and terminate) the entire advice profession as we know it?

Join this panel where we'll have a healthy debate on the following points:

-Is there really such a thing as robo-tech or are we just looking at Software 2.0?
-Will investors chase performance?
-Are robos on autopilot? How will this fare furing a bear market?
-Are "customized robos" an oxymoron or are they the wave of the future?
-Will the robo trend burn itself out and will we go back to do-it-yourself investing?
-The relationships of advisors with custodians and back offices

As ETF market in the US continues to grow, where do the issuers find new niches? Find out what’s been attracting investments, where the growth is, what is new and what is coming. We will look at some themes and trends in the markets – economic, demographic, geopolitical, regulatory and technological – and see what ETF issuance can tell us about the next big thing in investing. We’ll also focus on smart beta, as well as many factors driving demand and supply, such as ETF costs, regulation, innovation and fintech.

The Wealth Management industry is increasingly required to cut costs & ensure their clients are getting the best returns for their money. Smart Beta, or creating passive investments that are chosen using more than just cap-weighted selection parameters, may seem like a panacea to this problem.

This webinar will dive into how Wealth Managers are using Smart Beta in their strategies, and will ask questions such as:

- How will regulations such as MIFID II affect wealth managers portfolios and usage of Smart Beta?
- Is it possible to use Smart Beta as a Premium Offering?
- Will Smart Beta mean the end of Active Management in the next 5 years?

Linkedin is now the go to B2B marketing platform with over 250 million active monthly users and 40% of those visiting the site daily. You can be sure than your audience is there are ready to have meaningful conversations.

But, it's often underused as a way to generate new high quality leads. when really it should be one of the main platforms in a b2b marketers arsenal.

In this webinar you will learn:

- How to leverage Linkedin's advertising capabilities to generate high quality leads
- How to start organic conversations on Linkedin using content
- How to use thought leader tactics to increase your businesses reach

The oil & gas industry is an easy target for sustainable energy proponents; a convenient villain. But is that title accurate? They are keenly aware of the market opportunity in their industry, and may be the most well-positioned to create value & advancements.

What other companies out there are focused on sustainable energy? What jobs will be created, and which ones will need to adjust to this new job creation? What skills will be needed to fill these jobs?

For investors, what are the opportunities out there? Who are the players, what are there doing, and how can you get involved?

While the speed of news does create more efficient markets, uncertainties always exist in portfolio management.

This webinar will explore how fund selectors approach market uncertainties in crafting a portfolio, incorporating the following into the discussion:

- The Impacts of a strong US dollar on Emerging Markets.
- How trade agreements, and disagreements, will shape markets.
- What industries will see the most and least activity from emerging markets investors?

Emerging markets are in a paradox right now. They are seeing tremendous growth yet have debt denominated In a strong dollar, which threatens to halter their growth and thus ability to pay back their debts. They have more ways than ever to trade, yet are suffering from trade wards. Their economies are not yet developed, but some are on the brink of adopting more technologically advanced currencies than the developed countries.

What are good strategies to take advantage of this situation?

This panel will join leading emerging market participants to discuss:

- Which emerging markets will benefit from the potential political & economic outcomes of the next 18 months
- How to think about where opportunities lie in chaos.
- which securities are seeing the most flows and why?
- Which industries will be most affected by trade wars, a strong US dollar, and elections around the world

Emerging Markets will be the recipients of the most asset flows of any asset class by Institutional Investors, according to JPMorgan Asset Management.

In Asia, investors are trying to find opportunity not just in china, but in other Asian countries that will benefit from a growing Chinese economy.

Trade and industry developments such as TPP and the Asia Region Funds Passport promise to galvanise investment across all of APAC. In South America, a commonly over-looked area, reforms in currency, pension, education and trade present investment opportunities as well. Africa is heavily invested in by China, and Africa’s collective GDP is expanding faster than the world’s average, and it is forecast to accelerate over the next five years to become the world’s second-fastest-growing region once again.

This webinar will cover:
- What will be the impacts of a strong US dollar on markets?
- How will trade agreements, and disagreements, will shape markets in the next 6 months?
- What industries will see the most and least activity from investors?
- Which emerging markets funds are seeing inflows and outflows, and why?

As ESG performance has grown significantly in importance for companies and asset managers in recent years, it's time to look at the numbers.

Is ESG screening a worthwhile tool? In a word, yes!

High ESG focus contributes to risk mitigation and in this session, we will share with you our research which shows that this is also mirrored in strong operational and share price performance. We will also share how predictive attributes (e.g future earnings stability and share price volatility) suggest that ESG research belongs in company valuation.

This live session (with Q&A) will give you insight into why we believe that companies and investors simply cannot afford not to care.

A few years ago "ESG” was just a page at the back of a presentation. Today it has achieved greater prominence with new initiatives such as impact investing and the United Nation’s Sustainable Development Goals. However, questions still remain about what ESG integration really means and whether the increasing use of frameworks and questionnaires is distracting from engagement.

This expert panel will look at what ESG integration means and at the practical implementation of ESG considerations within portfolios. They will discuss whether ESG can be implemented, at best, without negatively impacting returns or whether there is recent evidence that it can actually benefit both risk and return.

While impact investing dominates the headlines, most of the assets that firms manage on behalf of their clients integrate an assessment of ESG factors into their process but do not tilt towards sustainable investments. The panel will discuss this issue and the likely future trends in ESG investment including how ESG fits in with the Mega trends defined by the PRI or WEF.

In this webinar, we will introduce metrics to evaluate how an equity portfolio is positioned for some of the biggest sustainability issues facing investors today including the energy transition, ESG opportunities, and financially material ESG issues. We will also describe techniques for incorporating these themes into the portfolio.

Many investors want to engage in impact investing and feel strongly about societal issues they want to try and solve. But most people don’t know where to start, what investment opportunities exist, and how to figure out what makes sense for them.

To help listeners cut through the hype, we will offer some ideas about what funds and products are available, how to access them, some of the possible pitfalls and how to find an impact investment strategy that works. We will focus the discussion on impact funds in the context of trends for the impact sector as a whole.

This webinar will cover:
- Why does anybody invest in impact?
- How to cut through the hype about impact investing? What can I actually do today that makes sense?
- What are HNWIs, Family Offices, and Institutions investing in (investment themes, solving problems, asset classes, alignment)?
- Why do people invest in impact funds? What are the trade-offs? What works and what doesn’t? What to look for in an Impact Fund?
- Lots of specific examples
- Q&A

You’ll hopefully leave this webinar with a clearer view on how you can invest to solve the world’s biggest problems.

In this session, Kennedy Tsang and Harry Yu, from SBI E2 Family Advisors and SBI China Capital, will walk you through:

- History of shrimp farming in the role of creating social and economic change;
- The “SEED” principle to sustainable win-win success
- Customisation of the model to enable social impact investment;
- Keys to success for shrimp farming social impact investing;

This session is specifically designed for HNW individuals, investment managers and funds that are interested in social impact investment.

How (and why) investment objectives should drive allocation of assets?

How we structured our family office
* What were our objectives
* What inspired our asset allocation
* The results
* What we have learnt
* Where are we headed now

There will also a live Q&A round!

About Mr. Anirudh Damani

Anirudh Damani is the Managing Partner of an early stage Investment Fund, Artha Venture Fund, based in India. He is a 4th generation entrepreneur who has invested in over 57 startups, participating in 100+ funding rounds of companies like Oyo Rooms, Exotel, CoutLoot, Tala and NowFloats. He graduated with a Double Major in Business Administration &amp; Economics from Austin College, Texas.

Raméz A. Baassiri, a entrepreneur in multigenerational family business and author of the Amazon best seller book, and Forbes book Interrupted Entrepreneurship: - Embracing Change in Family Business.

This book talks about the need for a family investment fund in order to face, handle and manage interruptions in family business.

In this discussion we talk about:

What separates an investment fund from a Family Investment Fund
How his Investment Fund is structured
What areas of industry the business operates in
Whether multiple investment Funds are a good idea or not

People with savings want to earn a decent return without running too much risk. Some have saved out of their earnings, some have built up capital in a business which they sell, some have inherited some money. None of them want to throw it away. In an era of ultra-low interest rates just putting it in a bank means the value of your capital goes down each year, as prices are rising faster than the return on a deposit. That’s why many conclude they do need to take some more risk, to own some shares and bonds that offer a higher income but can also go down in value.

Investment managers need to maximise return for a given level of risk, and need to construct portfolios so not everything goes down at the same time if things do go wrong. This talk will examine how you spread your risks, and argues that over the longer term buying a portfolio of shares usually delivers a return above inflation, with a rising income from increasing dividends. Managers also are able to choose from a range of different countries with different currencies for their shares, and to look at the opportunities in commercial property as well. That can help find the right mix of return and risks.

ITC Secure will present a real-world, anonymised case study of a cyber attack on a private client. The study will describe what happened, how it felt, and the resulting impact on the victim.

Following the study, ITC will outline how the attack succeeded, and the steps that would have prevented it.

Attendees will learn:
- The value that private clients have to cyber attackers.
- Why private clients remain largely unprotected and vulnerable to attack.
- How to begin advising their clients to be more secure.